Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert A. Schutzius is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc., providing investment advice. Robert has been in the financial services industry for over 10 years and has experience in a range of roles, including reservoir engineering consultant, financial advisor trainee, and senior client associate. Robert has earned his Series 7TO, SIE, and Series 66 licenses. He also holds active registrations in several states, including Colorado and Texas. Robert's specialties include providing investment advice for individuals, businesses, and pension plans. He is committed to providing comprehensive financial planning services to help clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
12/12/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOULDER CO)
CO
06/23/2021 - 08/16/2022
NATIONS FINANCIAL GROUP, INC. (LITTLETON CO)
BOTH
Issued 07/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/23/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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